Why Choose Us?

There are a lot of Advisors and Planners out there.

Here's what our clients say about us:

I have been a client of Bob's for approximately 10 years.  During that time, my portfolio has grown every year to a point where I feel my financial future and that of my wife is secure forever. Four years ago, Bob approached me regarding a specific plan that suited my personal goals with very little risk and great financial benefit.  I took his recommendation and it has worked out very well, even in these trying times of 2020. 

 Because of my confidence in Bob's ability as a financial planner, I have recommended him to a number of friends and family members, including my mother.  What better recommendation can a person have than to put your mother's financial future in Bob's hands.  I appreciate what Bob has done for my wife and I and I am confident he will have my best interests in mind for the future. 

P&K C. Burlington, ON

I think I’ve been a client since day one; if not, then soon thereafter. Bob handles my financial planning, but we have touched on the other subjects too. His explanations, in easy-to-understand terms, and reassurances about decisions keep me in my comfort zone.

Bob has given me sound financial advice and guidance with a genuine interest in helping me. He provides this level of trust with a few laughs along the way. He gives all his attention to me and my concerns when we meet in my home while we enjoy coffee and homemade cookies. He’s become a friend as well as my financial advisor.

L.F. Dundas, ON

Bob has been our financial advisor for the last 8 years. When we first signed up with Bob, he came to our home with a financial plan that he thought would best suit us for our future. He went over it with us in great detail, answered all of our questions and made us feel comfortable and confident that he was acting in our best interest. I am very pleased to say that Bob is a man of integrity, loyalty, and compassion and you can see that helping others is his passion. We not only have investments with him but also life insurance. He has not only helped us tremendously but has also helped my mother with her estate. He goes above and beyond to ensure all of his clients are well taken care of. If you are looking for a friendly, honest person to help you or your loved ones on your financial journey I HIGHLY recommend Bob and Govan Wealth.

 I&B C. Ancaster, ON

 We have been with Bob for many years.

Bob has taken the time to explain and re-explain terms and procedures to us.  He listens to what we are saying and helps us formulate a plan as to the best way to accomplish our goals.

    We do feel that Bob has our best interests at heart. He aims to help us make the    best financial decisions for now and for the future. We have referred Bob to a friend, and we will continue to do so.

 Bob continues to expand his knowledge and that is in our best interest.

Bob is more than our financial advisor. Bob has become a friend and that means that our conversations and meetings are more than just about financial planning. 

P&M B.  Waterdown, ON 

 I would like to take this opportunity to speak with you regarding Bob Govan of Govan Wealth Management.  I met Bob about 3 years prior to him becoming a CFP.  I found him to be a very intelligent, hard working, humorous, friendly, common sense person and what struck me most was how obvious it was that Bob deeply and sincerely cared about others.  That is why, when Bob became a CFP in 1995, I immediately asked to become a client (and still am today).

In 1995 I was still recovering from what could be called a personal financial crisis, so my initial investments with Bob were very, very limited.  Despite this, Bob never once made me feel rushed or unimportant.  On the contrary, Bob always promptly answered calls and inquiries, always made me feel very important, and always took the time to explore and explain options.  There is no question that over the years Bob has played a huge role in me regaining my financial stability.

Over the past 25 years I have referred a number of people to Bob with no hesitation.   I always know that they will receive the same outstanding service and benefit from Bobs vast knowledge and experience, just as I have.  It goes without saying that I will continue to refer people to Bob.

I would like to conclude with this very simple statement, which I mean very honestly and sincerely…… 

“There is simply NO other person in this world who I trust more with my financial matters than Bob Govan”.

 A.K. Aylmer, ON

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through Govan Wealth Management.

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